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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,590 | $109,863-62.1% | $98,477-57.8% | $167,518-75.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.95% | 1958.09%-1944.1pp | 1493.59%-1479.6pp | 478.71%-464.8pp |
| Employer contribution / active EE | $1,296 | $3,225-59.8% | $2,961-56.2% | $4,838-73.2% |
| Participant deferral / active EE | $3,013 | $4,673-35.5% | $4,276-29.5% | $6,342-52.5% |
| Admin fee / account holder | $1,376 | $6,755-79.6% | $5,951-76.9% | $12,312-88.8% |